Broker Check

About Us

Our Primary Purpose

"We specialize in helping people align their financial choices with their core values so they can feel inspired and empowered about their future."-- Judith Mohr, CFP®.


Our Primary Purpose

Judith Mohr is a CERTIFIED FINANCIAL PLANNER™ professional and independent financial advisor. Her financial service career began in 1987 as a financial consultant with a major brokerage firm.  She later joined a large private bank to direct  a team of financial specialists in investment management, insurance services, and estate planning to assist her clients' more comprehensive needs.  She started her independent financial planning firm in 2002.

She specializes in providing independent advice, and personal financial plans tailored to help each person reach their goals with confidence.

Judith holds her series 7, 63, and 65 securities licenses and insurance licenses for Life/Health & Accident,  Disability, and Long Term Care.  She earned her bachelors degree from Texas Christian University and her CFP® designation from the College for Financial Planning in Denver, Colorado.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question?

Thank you!
Oops!